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509860 Simple Online Invoicing

This is part one of a three stage project.

We need a simple online invoicing module that covers the following areas:

simple wizard process to help users with initial set up proces eg import clients and opening balances and invoice / credit note starting number

create/edit/delete products and services with default prices

add/edit/delete clients

create quotes/invoices

convert quotes to invoices

raise and apply credit notes

create .pdf copies of quotes/invoices/credit notes

email these .pdf invoices / credit / notes to clients

assign payments to invoices

user to select from 3 pre-set invoice templates that can be modified with embedded logo

ability to put facebook, twitter and linked in logo's/links in emails and invoices

ability to create recurring invoices that can be edited/adjusted if required

ability to create invoices showing CIS deductions - a 20% tax deducted on the labour only element of an invoice

ability to have multiple VAT Rates (sales tax) - add/edit/delete VAT rates for UK based busines

must be able to deal with VAT Reverse charge ie do not charge VAT but have text stating "invoice raised under VAT Reverse Charge mechanism"

ability to quickly search for customers from any screen

ability to import clients from excel, outlook or whatever as part of initial set up

ability to set up outstanding invoice balances from previous systems

list outstanding quotes and auto remind clients

MAIN FOCUS

Simplicity and ease of use

Large menu set up to be simple and clear with 3 key areas:

Customers

Invoices

Payments

Simple Dashboard showing:

number of invoices raised (total)

value of invoices raised (total)

amount outstanding (total)

drill down to

number of invoices raised (per client)

value of invoices raised (per client)

amount outstanding (per client) per invoice also show when part payments were received per invoice

all above reports over varying periods eg this month, last month, last quarter, this financial year plus comparatives for previous 1-5 years

Navigation

Page links to be made usch that they answer a question/requirement of the user eg

I want to raise an invoice

I want to create a customer

How much does my customer owe me? etc

Design

Simple and intuitive design to cover areas such as:

When creating an invoice, type ahead to list relevant clients or auto-create a new client in DHTML layer and seamlessly continue with invoice.

The same with new products/services.

Automatic emailing of reminders to client on a defined schedule eg weekly until 1 week from due date then daily.

Ability to see that email has been delivered or read

Target Users

The product will be used by our clients who range from plumbers and bricklayers to small hi-tech companies and will be offered free to them.

Competitor Products

All competitor products are pretty much subscription tools and include features from the second and third stage products we need. They are as follows (not exhaustive by any means):

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the list goes on

The remaining two parts of the project (which are to put out to tender separately) once this small tester is functional are:

2. Simple bookkeeping tool on top of this invoicing module which enables bank and cash reconciliation, importing bank statements and setting up auto rules for assigning to expenses / sales areas. For non VAT Registered clients.

3. as two but enables VAT and facilitates online filing of VAT returns

Both of these will be subscription based products

Beceriler: AJAX, Her şey Kabul, MySQL, PHP, UNIX

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İşveren Hakkında:
( 0 değerlendirme ) Aldershot, United Kingdom

Proje NO: #2255789